Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,400 | $217,432-43.2% | $185,851-33.6% | $167,553-26.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 4.19% | 148.43%-144.2pp | 122.11%-117.9pp | 478.89%-474.7pp |
| Employer contribution / active EE | $12,026 | $5,874+104.7% | $5,168+132.7% | $4,840+148.5% |
| Participant deferral / active EE | $7,931 | $6,357+24.8% | $5,569+42.4% | $6,343+25.0% |
| Admin fee / account holder | $2,056 | $19,820-89.6% | $16,245-87.3% | $12,316-83.3% |